캐터필러 주식회사
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership1,941 shares
Latest Disclosed Value $ 1,375,394
Bedel Financial Consulting, Inc. reports 0.87% decrease in ownership of CAT / Caterpillar Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 1,941 shares of Caterpillar Inc. (MX:CAT) valued at $1,375,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,958 shares of Caterpillar Inc.. This represents a change in shares of -0.87% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F CATERPILLAR COM 149123101 1,941 -17 -0.87 1,375 22.66 0.1528
2026-01-28 2025-12-31 13F CATERPILLAR COM 149123101 1,958 9 0.46 1,122 20.54 0.1207
2025-11-07 2025-09-30 13F CATERPILLAR COM 149123101 1,949 26 1.35 930 24.66 0.1187
2025-08-12 2025-06-30 13F CATERPILLAR COM 149123101 1,923 -25 -1.28 747 19.36 0.1018
2025-05-07 2025-03-31 13F CATERPILLAR COM 149123101 1,948 48 2.53 625 -8.22 0.0896
2025-02-06 2024-12-31 13F CATERPILLAR COM 149123101 1,900 15 0.80 682 -7.60 0.0947
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 1,885 -32 -1.67 737 15.52 0.1040
2024-08-05 2024-06-30 13F CATERPILLAR COM 149123101 1,917 10 0.52 639 -8.60 0.0936
2024-05-07 2024-03-31 13F CATERPILLAR COM 149123101 1,907 89 4.90 699 29.98 0.1096
2024-02-13 2023-12-31 13F/A-1 CATERPILLAR COM 149123101 1,818 -69 -3.66 537 4.27 0.0985
2024-02-08 2023-12-31 13F CATERPILLAR COM 149123101 1,818 -69 537 0.0985
2024-02-08 2023-09-30 13F CATERPILLAR COM 149123101 1,887 69 3.80 515 15.21 0.1043
2023-08-10 2023-06-30 13F CATERPILLAR COM 149123101 1,818 33 1.85 447 9.56 0.0934
2023-05-02 2023-03-31 13F CATERPILLAR COM 149123101 1,785 -56 -3.04 409 -7.48 0.0995
2023-02-07 2022-12-31 13F CATERPILLAR COM 149123101 1,841 -220 -10.67 441 -6.37 0.1097
2022-11-08 2022-09-30 13F CATERPILLAR COM 149123101 2,061 511 32.97 471 70.04 0.1249
2022-08-04 2022-06-30 13F CATERPILLAR COM 149123101 1,550 2 0.13 277 -19.71 0.0810
2022-04-19 2022-03-31 13F CATERPILLAR COM 149123101 1,548 80 5.45 345 13.86 0.1084
2022-01-11 2021-12-31 13F CATERPILLAR COM 149123101 1,468 91 6.61 303 14.77 0.0942
2021-10-12 2021-09-30 13F CATERPILLAR COM 149123101 1,377 11 0.81 264 -11.11 0.0906
2021-08-03 2021-06-30 13F CATERPILLAR COM 149123101 1,366 267 24.29 297 16.47 0.1034
2021-04-26 2021-03-31 13F CATERPILLAR COM 149123101 1,099 20 1.85 255 30.10 0.0986
2021-02-02 2020-12-31 13F CATERPILLAR COM 149123101 1,079 -248 -18.69 196 -1.01 0.0870
2020-10-20 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 1,327 -18 -1.34 198 16.47 0.0990
2020-07-14 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 1,345 -338 -20.08 170 -12.82 0.0917
2020-05-06 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 1,683 249 17.36 195 -8.02 0.1290
2020-01-28 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 1,434 1 0.07 212 17.13 0.1202
2019-10-09 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 1,433 32 2.28 181 -5.24 0.1090
2019-08-01 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 1,401 69 5.18 191 6.11 0.1161
2019-05-02 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 1,332 -9 -0.67 180 5.88 0.1148
2019-01-28 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 1,341 46 3.55 170 -8.60 0.1223
2018-11-01 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 1,295 -70 -5.13 186 0.54 0.1241
2018-07-18 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 1,365 -405 -22.88 185 -29.12 0.1361
2018-05-03 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 1,770 495 38.82 261 29.85 0.1984
2018-02-06 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 1,275 1,275 201 0.1809
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.